3rd Party Asset Management

Asset Manager Directory

Mutual Fund Wrap Programs

  • AssetMark
  • Custom Wealth Advantage
  • Matson Money, Inc.
  • Brinker Capital
  • Independent Advisers Group
  • Morningstar Investments
  • SEI Investments
  • Symmetry Partners

ETF Programs

  • AssetMark
  • Custom Wealth Advantage
  • Morningstar Investments

Unified Managed Accounts

  • AssetMark
  • Custom Wealth Advantage
  • Brinker Capital

Separate Accounts

  • AssetMark
  • Custom Wealth Advantage
  • Brinker Capital
  • Curian Capital
  • Custom Wealth Manager
  • Morningstar Investments
  • SEI Investments